Institutional Ownership Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC). We have compiled data on the 453 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
993,920
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
947,849
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
926,605
shares
|
$12.6 Million
0.45% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
893,339
shares
|
$12.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
878,866
shares
|
$12 Million
3.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
878,765
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
855,770
shares
|
$11.7 Million
0.14% of portfolio
|
Q4 2024
Added 67.8%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
790,202
shares
|
$10.8 Million
7.1% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
757,521
shares
|
$10.3 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
705,086
shares
|
$9.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.26%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
687,324
shares
|
$9.37 Million
7.43% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
682,405
shares
|
$9.3 Million
2.59% of portfolio
|
Q4 2023
Reduced 16.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,384
shares
|
$9.21 Million
0.15% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
663,941
shares
|
$9.05 Million
3.51% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
658,519
shares
|
$8.98 Million
2.13% of portfolio
|
Q4 2024
Added 72.83%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
644,900
shares
|
$8.79 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
619,294
shares
|
$8.44 Million
0.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
597,364
shares
|
$8.14 Million
1.93% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
583,459
shares
|
$7.95 Million
1.38% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
577,148
shares
|
$7.87 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
559,773
shares
|
$7.63 Million
1.67% of portfolio
|
Q4 2024
Added 97.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
553,929
shares
|
$7.55 Million
0.01% of portfolio
|
Q4 2024
Added 372.95%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
539,345
shares
|
$7.35 Million
0.23% of portfolio
|
Q4 2024
Added 39.73%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
494,930
shares
|
$6.75 Million
3.71% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
480,543
shares
|
$6.55 Million
0.54% of portfolio
|
Q4 2024
Added 6.17%
|